![]() Saver's Tax Credit: You may be eligible for up to a $1,000 tax credit read more..
Qualified Roth DistributionEarnings on after-tax Roth contributions are tax-free if the participant meets all 3 of these requirements:
If one or more of these requirements are not met, it is considered a non-qualified Roth distribution and subject to taxation on the earnings portion of the distributed amount. Roth contributions are invested after taxes are withheld so distributions of Roth contributions are tax-free. |
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